+888.8%
AXTI vs DOC
+23.6%
+865.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.1% | +19.6% | +19.5% |
| 7D | -1.2% | +1.0% | -2.2% | -1.4% |
| 30D | -24.2% | +8.1% | -32.3% | -26.7% |
| 3M | -36.3% | +0.9% | -37.2% | -37.0% |
| 6M | -62.7% | +6.3% | -69.0% | -64.2% |
| YTD | +187.3% | +33.8% | +153.5% | +148.8% |
| 1Y | +344.8% | +21.6% | +323.2% | +299.6% |
| 3Y | +2,272.2% | +53.4% | +2,218.8% | +1,849.6% |
| 5Y | +419.6% | -21.0% | +440.6% | +435.5% |
| 10Y | +888.8% | +22.5% | +866.3% | +797.8% |
| All | +888.8% | +23.6% | +865.2% | +797.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling